Achievements

Achievements

The members of the Kennesaw State University Student Managed Investment Fund compete in various competitions related to Equity Research, Asset Management, Investment Banking and Quantitative Trading.

2017 Southeast Region Champions

CFA Research Challenge: The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals. Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then convene for the global final.

2015 1st Place Overall

Quinnipiac G.A.M.E. Forum: The Quinnipiac G.A.M.E. forum is held once a year and provides an international group of college students and faculty with a unique opportunity to interact with industry leaders and learn best practices in investment management. The year 2014 marked the fifth year of the conference and attracted a vast audience and a number of notable supporters. Industry support for the conference includes cosponsors, Nasdaq and American Realty Capital, as well as 91 strategic partners. Among the strategic partners were the CFA Institute, Davidson Investment Advisors, Eagle Asset Management, The Hartford, LPL Financial, Morningstar, and the Options Industry Council, who provided more than 100 keynote speakers, panelists, work shop presenters, and student-managed portfolio competition judges. The event attracted more than 1,200 students from 141 colleges and universities, representing more than 40 countries and 39 states.

The KSU SMIF provides ways for students to compete in competitions like these so that they can display their prowess and abilities on an individual level and in small teams.

©